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Jimmy Stewart, AAMS, CFP®

Edward Jones

2704 Boulder Dr
Ste A
Urbana, IL 61802
Phone: (217) 328-1719
Fax: (888) 750-9037

Toll-free: (888) 885-2205

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Government & Military
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: All fees are disclosed prior to engagement.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.